Couchside Conversations
Modern life for Gen Xers and Millennials is complicated. Some questions you might be asking yourself...
How do I take care of my aging parents and children at the same time? How do I change my career and make more money? Can I renovate my house? Should I buy an investment property?
Instead of consulting Google and hoping for the best, with Modearn® by Morton Wealth and our video series, Couchside Conversations, you'll always have someone in your corner—a financial advisor who has gone through the same experiences as you. We believe in more than just financial solutions—we focus on building a lasting relationship with you to ensure your success. We prioritize empathy, awareness, and personalized support to help you navigate every decision with confidence.
Couchside Conversations
How Your Money History Impacts Your Decisions
The way you handle money doesn’t just come down to income and expenses. Your mindset, which can be dictated by everything from childhood experiences to modern-day pressures, may be the most important determinant in your financial life.
Financial Planning Advisors Brittany Yudkowsky and Ian Rennick are here to break down the psychology of money and how you can become more proactive about shaping a mindset conducive to true wealth.
Tune in if you’re interested in…
• Understanding how your upbringing influences financial habits
• Shifting from scarcity thinking to long-term growth
• Finding balance between saving for tomorrow and living for today
• Building confidence in your money decisions